SHIRLEY PERRY FOUNDATION (EIN 261910943) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Phone

9257572661

Tax Period

2025-01-01 to 2025-12-31

SHIRLEY PERRY FOUNDATION, founded in 2008, is a small nonprofit in the Animal-Related sector that reported $514K in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $464K left a modest 10% surplus.

Mission

CHARITABLE SUPPORT ORGANIZATION WITH ITS NET INCOME GOING EXCLUSIVELY FOR THE BENEFIT OF FOUR CHARITIES, VIZ: LIONS BLIND CENTER OF DIABLO VALLEY, PITTSBURG, CA., AMERICAN DIABETES ASSOCIATION, ALEXANDER VA., FRIENDS OF ANIMAL SERVICES, ANTIOCH, CA., AND GUIDE DOGS FOR THE BLIND OF SAN RAFAEL, CA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $514,181

Other Revenue $0

TOTAL REVENUE $514,181

Expense Breakdown

Grants Paid $437,056

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $463,836

Other Expenses $26,780

TOTAL EXPENSES $463,836

Year-over-Year Comparison

	2025	2024	Change
Revenue	$514,181	$418,233	+0.2%
Expenses	$463,836	$380,754	+0.2%
Net Income	$50,345	$37,479	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER FARROS	Treasurer	Director	$0	$0	$0
CHERYL ALLEGRO	President/DIR.	Officer Director	$0	$0	$0
DANIEL K BEATTY	Director	Director	$0	$0	$0
ALYSON HAYS	Secretary	Director	$0	$0	$0
STEPHANIE FRANCO	Director	Director	$0	$0	$0
SCOTT METZGER	Director	Director	$0	$0	$0
CHUCK KUSLITS	Director	Director	$0	$0	$0
BARBARA CHAMBERS	Director	Director	$0	$0	$0
TONY ALLEGRO	Director	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$514,181	$463,836	$7,819,412	$50,345
2024	$418,233	$380,754	$7,769,067	$37,479
2023	$301,227	$277,559	$7,731,588	$23,668
2022	$299,170	$347,769	$7,106,938	$-48,599
2021	$475,760	$259,801	$6,635,149	$215,959
2020	$472,790	$246,767	$6,419,190	$226,023
2019	$611,763	$294,956	$6,193,167	$316,807
2018	$378,910	$252,925	$5,876,360	$125,985

SHIRLEY PERRY FOUNDATION